摩根士丹利：英伟达GTC-分析师问答以及其他观点

March 20, 2025 05:43 AM GMT NVIDIA Corp. | North America GTC: Financial analyst Q&A and other thoughts from the show. We summarize our final takeaways and observations from GTC following the analyst Q&A session, with us coming away more positive on the trajectory from here; OW , Top Pick in semis. We wrote about specific announcements last night (GTC Keynote Highlights very strong roadmap & strong growth potential), but here we highlight a few thoughts following another day of meetings and events. 1) Manage ...